Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESGX (WCM Sustainable International Fund Investor Class Shares) | NA | 4.37% | 8.27% | 9.02% | NA | NA | NA | … | … |
Data as of 05/07/2025, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESGX (WCM Sustainable International Fund Investor Class Shares) | 04/01/2020 | 05/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.37 | 8.27 | 9.02 | NA | NA | NA | … | … | 0.00 | 6.88 | 13.60 | -13.49 | 11.03 | 46.77 |
| Sharpe Ratio | NA | 0.15 | 0.26 | 0.48 | NA | NA | NA | … | … | 0.00 | 0.35 | 0.83 | -0.66 | 0.87 | 3.47 |
| Standard Deviation(%) | NA | 6.96 | 13.88 | 14.78 | NA | NA | NA | … | … | NA | 9.25 | 12.15 | 22.58 | 12.70 | 19.11 |
| Draw Down(%) | NA | 4.98 | 18.68 | 26.57 | NA | NA | NA | … | … | 0.00 | 4.98 | 13.51 | 26.49 | 6.25 | 7.06 |
| Yield(%) | 0.00 | 0.00 | 1.14 | 1.97 | 1.10 | 0.73 | 0.55 | … | … | 0.00 | 0.00 | 3.25 | 0.01 | 2.98 | 2.25 |
Data as of 05/07/2025, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESGX (WCM Sustainable International Fund Investor Class Shares) |
0.48%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESGX (WCM Sustainable International Fund Investor Class Shares) |
9.10%
Jun 2020 – Jun 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart